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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
AA
5276
ACT Advisors
Asheville,
North Carolina
| USD 301 M | +USD 65.6 M | +28% | 14.2% | 75.4% | 98 | 34.69% | 1.6 |
|
| 5277 |
TW
5277
Traveka Wealth
Los Altos,
California
| USD 301 M | +USD 38.8 M | +15% | 15.2% | – | 213 | 19.25% | 1.4 |
|
| 5278 |
VU
5278
Valence8 US
Cambridge,
Massachusetts
| USD 300 M | +USD 14.4 M | +5% | 15% | 69.9% | 15 | 6.67% | 2.1 |
|
| 5279 |
ITFISA
5279
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| USD 300 M | +USD 58.4 M | +24% | 40.7% | 183% | 210 | 14.29% | 1.8 |
|
| 5280 |
RWS
5280
RASP Wealth Solutions
Fishers,
Indiana
| USD 300 M | – | – | 26.1% | – | 97 | – | 0 |
|
| 5281 |
CIA
5281
Caerus Investment Advisors
West Lake Hills,
Texas
| USD 300 M | +USD 60 M | +25% | 23.1% | 85% | 391 | 41.43% | 0.6 |
|
| 5282 |
BOC
5282
Bull Oak Capital
San Diego,
California
| USD 300 M | +USD 40 M | +15% | 12.6% | 55.7% | 42 | 14.29% | 1.3 |
|
| 5283 |
RCF
5283
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 300 M | +USD 106 M | +55% | 11.9% | 44% | 4 | 0% | 4.3 |
|
| 5284 |
BICM
5284
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
| USD 300 M | -USD 4.58 M | -2% | 24.8% | – | 12 | 16.67% | 1.5 |
|
| 5285 |
SWM
5285
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 300 M | +USD 28.9 M | +11% | 9.99% | 72.3% | 126 | 10.32% | 3.9 |
|
| 5286 |
NAM
5286
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 300 M | +USD 116 M | +63% | 12% | – | 50 | 40% | 0.6 |
|
| 5287 |
FS
5287
Financial Symmetry
Raleigh,
North Carolina
| USD 300 M | +USD 18.2 M | +6% | 11% | 68.5% | 69 | 10.14% | 1.6 |
|
| 5288 |
MIM
5288
Martin Investment Management
Palm Beach Gardens,
Florida
| USD 300 M | -USD 34.6 M | -10% | 1.77% | 44.7% | 49 | 10.2% | 5.4 |
|
| 5289 |
EBWM
5289
Eagle Bluffs Wealth Management
Columbia,
Missouri
| USD 299 M | +USD 42.6 M | +17% | 22.6% | 95.3% | 86 | 6.98% | 3 |
|
| 5290 |
AIM
5290
Avanda Investment Management
Singapore
| USD 299 M | +USD 236 M | +374% | 56.7% | – | 45 | 60% | 0.5 |
|
| 5291 |
ACC
5291
Acorn Creek Capital
Fort Collins,
Colorado
| USD 299 M | +USD 19.1 M | +7% | 11.4% | – | 92 | 14.13% | 1.7 |
|
| 5292 |
KWA
5292
Kondo Wealth Advisors
Pasadena,
California
| USD 299 M | +USD 33.6 M | +13% | 10.3% | – | 79 | 17.72% | 1.2 |
|
| 5293 |
WFA
5293
Woodward Financial Advisors
Chapel Hill,
North Carolina
| USD 299 M | +USD 39.6 M | +15% | 9.83% | 50.8% | 67 | 11.94% | 3.1 |
|
| 5294 |
MWM
5294
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 299 M | +USD 37.4 M | +14% | 9.38% | 58.2% | 153 | 15.69% | 3.3 |
|
| 5295 |
SIA
5295
Schear Investment Advisers
Cincinnati,
Ohio
| USD 299 M | +USD 72.2 M | +32% | 56.4% | 241% | 85 | 11.76% | 2.5 |
|
| 5296 |
GWM
5296
Glass Wealth Management
San Antonio,
Texas
| USD 299 M | +USD 40.4 M | +16% | 26.4% | – | 73 | 13.7% | 1.7 |
|
| 5297 |
HWM
5297
HighMark Wealth Management
St. Paul,
Minnesota
| USD 299 M | +USD 52.9 M | +22% | 21.8% | 110% | 600 | 13.67% | 3.4 |
|
| 5298 |
HP
5298
Highlander Partners
Dallas,
Texas
| USD 298 M | +USD 42.8 M | +17% | 21.3% | 241% | 46 | 6.52% | 2.4 |
|
| 5299 |
SFS
5299
Searcy Financial Services
Overland Park,
Kansas
| USD 298 M | +USD 28.5 M | +11% | 10.7% | 60.2% | 28 | 7.14% | 3.3 |
|
| 5300 |
SC
5300
Sawyer & Company
Boston,
Massachusetts
| USD 298 M | +USD 38.2 M | +15% | 25% | 97.4% | 211 | 10.9% | 4.6 |
|